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Nippon India Medium to Long Duration Fund - Growth Plan Bonus Option

Nippon India · Long Duration
Moderate
₹26.68
Current NAV
25 Jun 2026
26.7%
1Y Return
10.7%
3Y CAGR
16.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.67).
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.67
Sharpe Ratio
1.47
Beta
3.67
Alpha
0.85
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Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹7720 Cr
Expense Ratio 1.47%
Min SIP ₹500
Min Lumpsum ₹1000
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